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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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: K5 i) n5 G, P# f+ ^# fThe US dollar was under pressure following a slightly more aggressive QE than the markets had anticipated. The Federal Reserve announced they will purchase an additional $600 billion of longer-term Treasury securities over the next 8 months which comes out to about $75 billion per month. This is compared to forecasts of $500 billion over 6 months and is in addition to the roughly $35 billion per month in reinvestment purchases.
/ A0 i) a5 y) A5 [/ r嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
1 ?4 m$ w) \4 p5 P* c3 c& T现在股市标普为例面临1210-1220之间的阻力。
0 T3 { x8 c% O6 N$ f# I, L参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( D; x7 p% X( H
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
; N+ b' M& r! ~! M7 a今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
" b |+ Q9 h. a" u3 h. J! ?9 X今天早些时候出来的数据:; v* P6 a- h( ?, E* [' s H
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. ( W! m7 p% K4 k/ ^2 _
股市在这些数据的配合下,仅仅小涨。8 g" Z& F5 d& v% h! s9 |
种种迹象都证明风险资产的上涨长期看还有大幅空间。, M0 j. v( r# k8 [! f* i
短期看,OVERDONE。
. C/ s- J3 \9 S& p3 m4 J所以关注标普1210-1220的阻力位置。! t2 @* |0 G# `, l( p) w
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至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。
/ ?, Z# z% c3 }4 ], U因此可以考虑在1256.50卖出黄金,止损1267。目标大概1280-1285之间。图不知道为什么不能下载,抱歉。 |
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